Clientjoy integrations
Use Nekton to connect Clientjoy with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Clientjoy integrations with Nekton
Create automations that integrate Clientjoy with other services
Nekton AI can integrate Clientjoy with many online apps and tools.
Here are some popular integrations you can try to automate your Clientjoy workflows:
Clientjoy actions
Nekton can use any feature that is available in Clientjoy API.
Using our advanced AI, you can easily create custom automations for Clientjoy.
Here are some typical actions you can do in your automated workflows.
Convert Lead to Client
Auto converts a Clientjoy Lead to a Client in Clientjoy.
Add a New Activity (Todo, Meeting, Event, Etc.)
Creates a new activity on your Clientjoy Calendar.
Create Invoice
Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.
Create Proposal
Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.
Update Lead
Update the Lead in Clientjoy
Find Lead
Find a Lead in Clientjoy
Find or create customer.
Find a Client in Clientjoy.
Convert Proposal to Invoice
Convert your Proposal's to Invoice directly
Create Client
Creates a new Client in your Clientjoy workspace
Create Lead
Create a new Lead in your Clientjoy's Sales Pipeline.
Update Client
Update the information of Client
Find Client
Find a Client in Clientjoy.
Find Team Member
This will action will fetch you the team member by their email id or full name
Find or Create Lead.
Find a Lead in Clientjoy
Invoice Is Paid
Triggers when an Invoice is fully paid in Clientjoy
Lead Stage Is Changed
Triggers, when the Lead comes to a specified stage.
New Invoice Is Created
Triggers when a new Invoice is created
New Proposal Is Created
Triggers when a new Proposal is created
About Clientjoy
Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.